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RFG Holdings, Inc.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Holdings, Inc. on CAT, newest first. How the timeline and the estimate are built.

RFG Holdings, Inc. held 665 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 665 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $708,159.

    13F-HR 0001845210-26-000006 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 656 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $464,750.

    13F-HR 0001845210-26-000002 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 654 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $374,657.

    13F-HR 0001845210-26-000001 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 648 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $309,193.

    13F-HR 0001845210-25-000002 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 635 shares
    Change vs previous 13F +635 shares

    0.07% of the 13F portfolio, value $246,513.

    13F-HR 0001085146-25-003711 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -580 shares

    13F-HR 0001085146-25-002122 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 580 shares
    Change vs previous 13F -16 shares

    0.07% of the 13F portfolio, value $210,403.

    13F-HR 0001085146-25-000494 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 596 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $233,200.

    13F-HR 0001085146-24-004827 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).